See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,526 | $49,177-64.4% | $79,464-77.9% | $64,186-72.7% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.6%-17.7pp |
| Annual return | -8.00% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $973 | $2,076-53.1% | $2,800-65.3% | $2,381-59.1% |
| Participant deferral / active EE | $2,315 | $2,821-17.9% | $3,704-37.5% | $3,470-33.3% |
| Admin fee / account holder | $969 | $3,839-74.8% | $5,113-81.0% | $4,888-80.2% |